Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
Focused Compounding
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Examining Strategic Stock Buybacks and Cash Flow Trends
This chapter explores Builders FirstSource's strategic decision to repurchase 45% of their shares over three years, emphasizing the favorable timing aligned with their cash flow performance. The discussion also highlights the company's financial growth and the cyclical aspects influencing their buyback strategy in the post-COVID landscape.
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